Univest Financial Corp
UVSP- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000102212
In the last 90 days, Univest Financial Corp insiders filed 0 open-market purchases and 2 sales; 222 institutions reported holding it in 13F filings for Q2 2026, worth $995.9M in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Univest Financial Corp as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 139
- −3 vs. Q4 2023
- Shares held
- 21.9M
- −207.1K (−0.9%) vs. Q4 2023
- Total value
- $456.0M
- −$30.9M (−6.3%) vs. Q4 2023
- New holders
- 14
- 49 more added
- Sold out
- 17
- 44 more reduced
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UVSP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 222 | $995.9M |
| Q1 2026 | 209 | $766.0M |
| Q4 2025 | 198 | $722.1M |
| Q3 2025 | 186 | $667.6M |
| Q2 2025 | 183 | $678.0M |
| Q1 2025 | 179 | $645.5M |
| Q4 2024 | 174 | $667.8M |
| Q3 2024 | 157 | $626.7M |
| Q2 2024 | 140 | $495.4M |
| Q1 2024 | 139 | $456.0M |
| Q4 2023 | 142 | $486.9M |
| Q3 2023 | 135 | $375.8M |
| Q2 2023 | 139 | $391.3M |
| Q1 2023 | 141 | $516.5M |
| Q4 2022 | 137 | $561.7M |
| Q3 2022 | 142 | $496.4M |
| Q2 2022 | 138 | $542.1M |
| Q1 2022 | 148 | $574.7M |
| Q4 2021 | 143 | $637.1M |
| Q3 2021 | 138 | $577.4M |
| Q2 2021 | 138 | $550.0M |
| Q1 2021 | 138 | $599.4M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,387,142 | $70.5M | 0.00% | −106,572−3.1% | Reduced |
| FMR LLC | 2,654,624 | $55.3M | 0.00% | +10,215+0.4% | Added |
| Dimensional Fund Advisors LP | 1,977,337 | $41.2M | 0.01% | +20,252+1.0% | Added |
| Vanguard Group Inc | 1,571,213 | $32.7M | 0.00% | +19,307+1.2% | Added |
| Pzena Investment Management LLC | 1,318,891 | $27.5M | 0.09% | −140,030−9.6% | Reduced |
| Manufacturers Life Insurance Company, The | 1,197,950 | $24.9M | 0.02% | +160.0% | Added |
| State Street Corp | 911,205 | $19.0M | 0.00% | +23,251+2.6% | Added |
| Renaissance Technologies LLC | 660,189 | $13.7M | 0.02% | −10,900−1.6% | Reduced |
| Geode Capital Management, LLC | 648,914 | $13.5M | 0.00% | +789+0.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 430,800 | $8.97M | 0.03% | +127,600+42.1% | Added |
| Univest Financial Corp | 405,491 | $8.44M | 2.38% | −29,673−6.8% | Reduced |
| AQR Capital Management LLC | 403,391 | $8.40M | 0.01% | +26,014+6.9% | Added |
| American Century Companies Inc | 398,490 | $8.30M | 0.01% | +77,007+24.0% | Added |
| Leeward Investments, LLC - MA | 383,392 | $7.98M | 0.35% | −16,460−4.1% | Reduced |
| Northern Trust Corp | 342,724 | $7.14M | 0.00% | −23,494−6.4% | Reduced |
| Endeavour Capital Advisors Inc | 286,439 | $5.96M | 2.06% | +209,673+273.1% | Added |
| Charles Schwab Investment Management Inc | 281,524 | $5.86M | 0.00% | −21,807−7.2% | Reduced |
| Royce & Associates LP | 277,292 | $5.77M | 0.05% | +69,451+33.4% | Added |
| Nuveen Asset Management, LLC | 240,416 | $5.01M | 0.00% | +4,875+2.1% | Added |
| Neuberger Berman Group LLC | 232,139 | $4.83M | 0.00% | −959−0.4% | Reduced |
| Morgan Stanley | 220,128 | $4.58M | 0.00% | −54,753−19.9% | Reduced |
| Bridgeway Capital Management, LLC | 215,880 | $4.49M | 0.09% | +6,125+2.9% | Added |
| Goldman Sachs Group Inc | 213,733 | $4.45M | 0.00% | −1,392−0.6% | Reduced |
| Ameriprise Financial Inc | 186,307 | $3.88M | 0.00% | +7,956+4.5% | Added |
| Bank of New York Mellon Corp | 167,391 | $3.49M | 0.00% | −10,943−6.1% | Reduced |
| Assenagon Asset Management S.A. | 137,910 | $2.87M | 0.01% | −39,129−22.1% | Reduced |
| State of New Jersey Common Pension Fund D | 135,564 | $2.82M | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 127,624 | $2.66M | 0.00% | +3,300+2.7% | Added |
| SEI Investments Co | 118,994 | $2.48M | 0.00% | +26,234+28.3% | Added |
| Invesco Ltd. | 106,447 | $2.22M | 0.00% | +51,463+93.6% | Added |
| First Trust Advisors LP | 98,110 | $2.04M | 0.00% | +1,752+1.8% | Added |
| JPMorgan Chase & Co | 94,785 | $1.97M | 0.00% | +34,734+57.8% | Added |
| Bank of America Corp | 93,409 | $1.94M | 0.00% | −946−1.0% | Reduced |
| Empowered Funds, LLC | 82,701 | $1.72M | 0.03% | +6,125+8.0% | Added |
| Two Sigma Advisers, LP | 77,280 | $1.61M | 0.00% | −1,300−1.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 61,988 | $1.29M | 0.00% | +11,596+23.0% | Added |
| Swiss National Bank | 58,078 | $1.21M | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 57,916 | $1.21M | 0.00% | +4,527+8.5% | Added |
| Barclays PLC | 56,939 | $1.19M | 0.00% | −17,229−23.2% | Reduced |
| Logan Capital Management Inc | 50,427 | $1.05M | 0.04% | 00.0% | Unchanged |
| Victory Capital Management Inc | 49,800 | $1.04M | 0.00% | +2,000+4.2% | Added |
| Rhumbline Advisers | 47,263 | $984.0K | 0.00% | +1,269+2.8% | Added |
| Two Sigma Investments, LP | 42,860 | $892.3K | 0.00% | +2,677+6.7% | Added |
| Price T Rowe Associates Inc | 40,578 | $845.0K | 0.00% | −4,859−10.7% | Reduced |
| Los Angeles Capital Management LLC | 40,445 | $842.1K | 0.00% | −310−0.8% | Reduced |
| IVC Wealth Advisors LLC | 40,343 | $839.9K | 0.48% | −394−1.0% | Reduced |
| UBS Group AG | 38,976 | $811.5K | 0.00% | −7,923−16.9% | Reduced |
| Compass Ion Advisors, LLC | 38,374 | $798.9K | 0.11% | +136+0.4% | Added |
| Pacific Ridge Capital Partners, LLC | 37,363 | $777.9K | 0.17% | −9,692−20.6% | Reduced |
| Raymond James & Associates | 36,862 | $767.5K | 0.00% | +6,088+19.8% | Added |
| Keybank National Association | 35,496 | $739.0K | 0.00% | −45−0.1% | Reduced |
| Cubist Systematic Strategies, LLC | 35,258 | $734.1K | 0.01% | +18,121+105.7% | Added |
| Legal & General Group Plc | 33,581 | $699.2K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 33,165 | $690.5K | 0.00% | +119+0.4% | Added |
| BLB&B Advisors, LLC | 33,164 | $690.5K | 0.04% | +10.0% | Added |
| Creative Planning | 32,988 | $686.8K | 0.00% | +1,624+5.2% | Added |
| Wedge Capital Management L L P | 32,017 | $666.6K | 0.01% | +8,449+35.8% | Added |
| Smartleaf Asset Management LLC | 29,879 | $616.7K | 0.12% | +2,859+10.6% | Added |
| California State Teachers Retirement System | 29,452 | $613.2K | 0.00% | −1,576−5.1% | Reduced |
| UBS Asset Management Americas Inc | 29,148 | $606.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 27,800 | $578.0K | 0.00% | −1,800−6.1% | Reduced |
| Credit Suisse AG | 27,489 | $572.3K | 0.00% | 00.0% | Unchanged |
| Girard Partners Ltd. | 26,977 | $561.7K | 0.05% | +100.0% | Added |
| Rafferty Asset Management, LLC | 26,746 | $556.9K | 0.00% | +1,287+5.1% | Added |
| Alliancebernstein L.P. | 26,056 | $542.5K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 22,336 | $530.3K | 0.00% | +22,336 | New |
| Citigroup Inc | 25,448 | $529.8K | 0.00% | +720+2.9% | Added |
| HRT Financial LP | 23,328 | $485.0K | 0.00% | −6,995−23.1% | Reduced |
| LSV Asset Management | 21,000 | $437.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 20,889 | $434.9K | 0.00% | +20,889 | New |
| BNP Paribas Arbitrage, SA | 19,713 | $410.4K | 0.00% | +1,909+10.7% | Added |
| Everhart Financial Group, Inc. | 19,260 | $401.0K | 0.12% | +7,973+70.6% | Added |
| Truist Financial Corp | 18,576 | $386.8K | 0.00% | +18,576 | New |
| Teacher Retirement System of Texas | 18,247 | $380.0K | 0.00% | −9,088−33.2% | Reduced |
| New York Life Investment Management LLC | 18,064 | $376.1K | 0.00% | +3,403+23.2% | Added |
| Keeley-Teton Advisors, LLC | 17,600 | $366.4K | 0.05% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 16,922 | $352.3K | 0.03% | +2,546+17.7% | Added |
| First Manhattan Co | 16,783 | $349.4K | 0.00% | −1,006−5.7% | Reduced |
| Quest Partners LLC | 16,534 | $344.2K | 0.06% | +16,534 | New |
| Insight Advisors, LLC | 16,250 | $338.3K | 0.07% | 00.0% | Unchanged |
| Trexquant Investment LP | 15,376 | $320.1K | 0.01% | +15,376 | New |
| MetLife Investment Management | 15,049 | $313.3K | 0.00% | 00.0% | Unchanged |
| Apexium Financial, LP | 14,852 | $309.2K | 0.02% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,644 | $304.9K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 12,532 | $301.3K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 14,302 | $297.8K | 0.00% | −123−0.9% | Reduced |
| Tudor Investment Corp Et Al | 14,164 | $294.9K | 0.00% | −8,594−37.8% | Reduced |
| Citadel Advisors LLC | 13,959 | $290.6K | 0.00% | −3,863−21.7% | Reduced |
| Millennium Management LLC | 13,409 | $279.2K | 0.00% | +13,409 | New |
| Janus Henderson Group PLC | 13,329 | $277.1K | 0.00% | +20.0% | Added |
| Deutsche Bank AG | 13,152 | $273.8K | 0.00% | +441+3.5% | Added |
| New York State Common Retirement Fund | 12,907 | $268.7K | 0.00% | −14−0.1% | Reduced |
| Bernardo Wealth Planning LLC | 12,493 | $260.1K | 0.07% | +12,493 | New |
| Commonwealth Equity Services, LLC | 12,104 | $252.0K | 0.00% | +267+2.3% | Added |
| Jump Financial, LLC | 12,076 | $251.4K | 0.01% | +12,076 | New |
| Cary Street Partner Investment Advisory LLC | 11,988 | $249.6K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 10,936 | $227.7K | 0.00% | −2,457−18.3% | Reduced |
| Wells Fargo & Company | 10,465 | $217.9K | 0.00% | −2,078−16.6% | Reduced |
| WealthTrust Axiom LLC | 10,227 | $212.9K | 0.07% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 9,884 | $205.8K | 0.03% | 00.0% | Unchanged |